Sun, Apr 11, 2021
mostly clear
Friday 9 April 2021
Lite-On Tech sees March revenues rise
EMS provider Lite-On Technology has reported consolidated revenues of NT$13.238billion (US$466 million) for March, increasing 27.27% sequentially and 5.06% on year.
Friday 9 April 2021
Server industry sees component supply growing tighter in 2Q21
Server components including ICs, passive components, cables and chassis have seen supply growing tighter in the second quarter, according to sources from the server supply chain.
Friday 9 April 2021
Backend houses see order visibility for CIS, sensor chips through 4Q21
Backend houses continue to enjoy strong demand for processing IP camera chips and CMOS image sensor (CIS) chips, with their order visibility clear through the fourth quarter of 2021, according to industry sources.
Friday 9 April 2021
Highlights of the day: Chromebook shipments set for sharp growth
The notebook market has been robust in recent months thanks to stay-at-home needs. Chromebook shipments are expected to rise sharply in 2021. Apart from Intel, some other chip vendors, such as MediaTek and Elan, are poised to see robust growths in reenues from the Chromebook segment. ODM Wistron saw its notebook shipments spiked 52% on year in first-quarter 2021. The smatphone market is also recovering, and Apple is expected to adopt teh more power-efficient LTPO backplane technology for OLED displays in the premium models of its next-generation iPhone lineup.
Friday 9 April 2021
Wistron sees over 50% surge in notebook shipments in 1Q21
Wistron shipped a total of 5.4 million notebooks in the first quarter of 2021, up 52.1% from a year earlier, while revenues grew by a slight 2% on year to NT$177.14 billion (US$6.23 billion).
Friday 9 April 2021
Foxconn founder invests in biotech firm
Foxconn Electronics (Hon Hai) founder Terry Gou will invest in EirGenix, a Taiwan-based contract development and manufacturing operator (CDMO) for biotechnological pharmaceuticals, to become its biggest shareholder.
Thursday 8 April 2021
Business opportunities in Vietnam: Q&A with Keven Cheng, Taiwan Trade Center director in Ho Chi Minh City
Vietnam has joined the CPTPP (Comprehensive and Progressive Agreement for Trans-Pacific Partnership) and RCEP (Regional Comprehensive Economic Partnership), and has signed FTAs (free-trade agreements) with the EU and the UK. These deals have positioned Vietnam as a preferred location for manufacturers seeking to disperse their capacity deployments amid the US-China trade disputes.
Wednesday 7 April 2021
Foxconn posts 45% revenue surge in 1Q21
Foxconn Electronics (Hon Hai) has reported consolidated revenues climbed 44.5% on year to NT$1.34 trillion (US$47 billion) in the first quarter of 2021, which came within the company's guidance range.
Wednesday 7 April 2021
Largan warns of slow shipment pull-ins for April
Smartphone-use lens module maker Largan Precision has warned that order pull-ins from its clients may turn weak in April due to insufficient supplies of sensors and other IC parts.
Wednesday 7 April 2021
HTC to launch new 5G phones, AR/VR devices in 2Q21
HTC plans to launch new 5G smartphone models, AR/VR hardware products and related solutions in the second quarter of 2021 to stimulate sales, according to industry sources.
Tuesday 6 April 2021
CHPT cooperates with CHT to set up 5G-based smart factory
IC testing interface solution provider Chunghwa Precision Test (CHPT) has upgraded its factory in northern Taiwan into 5G-based smart facility through cooperation with Chunghwa Telecom (CHT), its parent company, according to CHPT.
Tuesday 6 April 2021
Taiwan promoting electric buses in public transport
Taiwan's Ministry of Transportation and Communications (MOTC) has set aside a budget of NT$8.5 billion (US$299 million) for 2021-2024 to promote development and production of electric buses, and use of such buses in public transportation.
Tuesday 6 April 2021
Regionalizing production gaining importance for ICT players
Production regionalization is fast gaining momentum as an inevitable trend for ICT players, particularly those with heavy investments in China, as clients have increasingly asked them to relocate production amid impacts of the pandemic and US-China trade tensions, according to industry sources.
Thursday 1 April 2021
Highlights of the day: TSMC spending big on capacity expansions
TSMC has aggressive plans for expanding its fab capacity. In a recent letter sent to clients about canceling discounts for foundry service quotes, TSMC discloses it plans to spend US$100 billion on capacity expansions for the next three years - an annually average that is more than its 2021 capex budget. Chip shortages have been sending vendors in many sectors scrambling for supply - from manufacturing services, components to devices. Notebook ODMs describe the volumes of orders they have been receiving as "ridiculously" big, clearly as a result of overbooking by clients who just keep placing orders, despite possibilities that end-market demand could chill overnight. And chip shortages may not ease until at least first-half 2022, according to Arm Taiwan's president.
Thursday 1 April 2021
Inventec expects increasing revenues from automotive electronics
Inventec expects its automotive electronics business revenues to grow to NT$25 billion (US$868.35 million) by 2024, accounting for 5% of the company's overall amount, up from 1% currently, according to company president Maurice Wu.
Thursday 1 April 2021
Notebook ODMs express concerns about overbooking
Notebook ODMs have expressed concerns about overbooking by clients who continue to step up their pace of orders, according to industry sources.
Thursday 1 April 2021
Delta Electronics completes first smart factory
Power supply maker and energy management solution provider Delta Electronics has upgraded a plant in Taiwan to a smart factory based on 5G private network through cooperation with Far EasTone Telecommunications (FET), Microsoft and PTC, according to Delta.
Wednesday 31 March 2021
Highlights of the day: TSMC chair cautions US, Europe against expanding fab capacity
The current short supply of semiconductor fab capacity is not normal, as the overall capacity should be more than enough to satisfy all demand in normal times, according TSMC chairman Mark Liu, who describes as "economically unrealistic" attempts by the US and Europe to expand their own fab capacity to satisfy all of their needs. But the short supply has been sending foundry quotes rising, with UMC and PSMC set to adjust upward their quotes by 10-20% starting April for rush orders. The eletric vehicle (EV) industry has seen fast development with rosy long-term outlook, thanks to government policy support, according to industry experts speaking at a forum on future cars held in Taipei.
Wednesday 31 March 2021
Over 65% of global GDP to come from digital products, services in 2022, says Dell Taiwan GM
The pandemic has been accelerating digital transformation at enterprises and industries worldwide with over 65% of global GDP estimated to come from digital products and services in 2022, and many sectors including healthcare, catering, manufacturing and retail are fast creating brand-new digital business models via AI and 5G applications, according to Terence Liao, general manager at Dell Taiwan.
Wednesday 31 March 2021
Brand vendors to raise new notebook prices
Notebook brand vendors are planning to raise prices for their upcoming new products to reflect increasing costs from raw materials, ICs and transportation, according to sources from the upstream supply chain.
Wednesday 31 March 2021
EV industry bracing for long-term growth
Despite the pandemic-induced impacts, global electric vehicle (EV) shipments reached as high as 2.5 million units in 2020 - an achievement that has encouraged governments in advanced economies to accelerate policy formation that will be favorable to the advancement of the EV industry, according to industry experts.
Wednesday 31 March 2021
Quanta expects double-digit notebook shipment growth in 2021
Quanta Computer expects to post a double-digit increase in notebook shipments this year, while fellow ODM firms including Compal Electronics, Wistron and Inventec are also positive about their notebook shipments in 2021.
Wednesday 31 March 2021
India urged to extend production incentive program, say reports
Many handset and component manufacturers that have participated in India's five-year production-linked incentive (PLI) scheme have urged the Indian government to push back the program's timeline by a year as pandemic-induced impacts have disrupted their production targets.
Tuesday 30 March 2021
Notebook component shortage to worsen in 2Q21, says Clevo
Clevo, which specializes in gaming and niche notebook manufacturing, expects shortages of display driver ICs and other notebook-use components and materials to worsen in the second quarter of 2021.
Monday 29 March 2021
Compal to enjoy double-digit growths for notebook and non-notebook products in 2021
Judging from orders on hand and end-market demand, Compal Electronics expects its notebook and non-notebook shipments to experience double-digit growth in 2021, according to company president Martin Wong.